Client Resources
Refund Tracking
To track your federal refund you will need
- Social Security Number
- Filing Status
- Amount of your refund
To track your state refund you will need
- Social Security Number
- Filing Status
- Amount of your ref
Paying Online
For easy online payments follow the links below to pay for federal or state taxes, if you owe.
Other Resources
Internal Revenue Service: Visit the IRS online to get information and forms.
Social Security: To learn about retirement, estimating, and more regarding social security, visit their website.
Utah State Tax Commission: Visit the Utah State Tax Commission for information about State taxes.
Preferred Accounting Forms
Client Check In Form-2018: Please download and fill out for your 2017 taxes. All current and new clients will be asked to fill out the form personal and business tax returns to verify we have your correct information.
Individual Mandate Questionnaire 2017: Please download and fill out for your 2017 taxes. Due to the new Affordable Healthcare Act all current and new clients will be asked to fill out this form for individual tax returns.
Tax Return Checklists
Download the following checklists to help you track the documents we will need to prepare your tax return.
Personal Tax Document Checklist
Tax Deadline Calendars
Individual Tax Deadlines: Make sure you are prepared for the upcoming deadlines that may affect you.
Business Tax Deadlines: Check out the list of deadlines for business owners, including S Corps, C Corps, etc.
